July 21, 2021

54. Active Investing with Brian Dress

Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more. Key Takeaways: ...

Investing

June 30, 2021

51. The Case for Passive Investing with Brendan Lee Young

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and...

Investing

April 28, 2021

42. Stock Valuation with Alex Mason of the Stock Stories Podcast

Alex Mason is the host of the Stock Stories podcast, where he explores the histories, business models, and economic characteristics of publicly traded companies. On this episode of CFO at Home, Alex and Vince discuss factors to consider when accessing...

Investing

March 31, 2021

38. 7 Investments In Your 20's That Will Change Your Life with Dan Sarver

Dan Sarver is a college student who has written the book on money that he was looking for after graduating high school, 7 Investments In Your 20’s That Will Change Your Life. On this episode of CFO at Home, Dan and Vince discuss his inspiration for...

Investing

February 17, 2021

32. The GameStop trading frenzy and what it means for the average investor

Certified Financial Planner David Elder, Vince’s personal Retirement Advisor, is back with him on CFO at Home. This time around they discuss the GameStop trading craze and what it means for the average investor, Efficient Markets, when shorting...

Investing

December 09, 2020

22. Stock Market Stories from the 401K age with Kenny Polcari, CNBC Contributor and Managing Partner of Kace Capital Advisors

Today we’re all taught that investing in stocks through tax advantaged accounts like 401Ks is one of best ways to build wealth and prepare for retirement. But how much of the history of the stock market or of these accounts do we really know? On...

Investing

November 04, 2020

17.Starting to Invest with Michael Lacy from the Winning to Wealth Podcast

Michael Lacy is the host of the Winning to Wealth Podcast. After paying off $61,000 in debt in only 16 months, Michael and his wife created Winning to Wealth to help couples like themselves save more money, pay off their debt, and get started...

Investing